Tax Preparer how-to
How to Quality-Review a Return Before Filing
A second look prevents costly errors.
Quick answer
A second look prevents costly errors. In short: check; compare; verify, then complete the remaining steps below.
Step by step
Check names, Social Security numbers and filing status.
Compare income with source documents.
Verify credits and due diligence requirements.
Check bank information for direct deposit.
Review for unusual results.
Have the client review and sign.
Safety reminders for tax preparers
- Protect client data with secure systems
- Verify client identity to prevent fraud
- Follow IRS data security requirements
- Take breaks during long tax-season days
Key terms
PTIN · W-2 · 1099 · Standard deduction · Itemized deductions · Tax credit: see the full tax preparer glossary.